“What we're seeing with memory pricing right now is unprecedented”

The Guardian · Nov 1 · Apple warns memory chip costs will squeeze holiday margins despite earnings beat

“What we're seeing with memory pricing right now is unprecedented”

MacRumors · Nov 1 · Apple Says Memory Costs Are "Unprecedented," Dodges Future Price-Hike Question

“Looking beyond the December quarter, we see the pricing for memory purchases continuing to increase”

MacRumors · Nov 1 · Apple Says Memory Costs Are "Unprecedented," Dodges Future Price-Hike Question

“As we work to improve supply, our manufacturing purchase obligations have increased by $33 billion from June to the September quarter, which you'll see in our annual filing when it comes out tomorrow”

MacRumors · Nov 1 · Apple Says Memory Costs Are "Unprecedented," Dodges Future Price-Hike Question

“Duo is constrained as of today. The ramp is going well, and we're working hard to get it to as many customers as quickly as possible, but at this point, we're not able to predict when supply and demand will be in balance.”

Reuters (via 9to5Mac) · Nov 1 · Apple CEO John Ternus: iPhone Duo supply shortages have no end date

“a very small percentage”

Reuters (via MacRumors) · Nov 1 · Apple CEO John Ternus: iPhone Duo supply shortages have no end date

“I really like where we're at”

Moneycontrol · Oct 30 · Apple's John Ternus defends slower, human-first approach to AI and Siri

“Don't want to ship AI for AI's sake”

The Economic Times · Oct 30 · Apple's John Ternus defends slower, human-first approach to AI and Siri

“The creation of products is a deeply human and personal thing, something that we love to do.”

x.com (@pubity) · Oct 30 · Apple's John Ternus defends slower, human-first approach to AI and Siri